See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,314 | $74,927-36.9% | $101,794-53.5% | $84,808-44.2% |
| Participation rate | 93.0% | 61.4%+31.6pp | 69.2%+23.8pp | 68.3%+24.7pp |
| Annual return | 15.82% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,345 | $3,099+40.2% | $4,084+6.4% | $4,212+3.2% |
| Admin fee / account holder | $3,416 | $6,514-47.6% | $8,777-61.1% | $7,344-53.5% |